This document contributed by Hal Lillywhite (hall@vice.ico.tek.com) and is also available from the Backcountry Home Page
There are three sections to this document.
This is an excellent piece of work, that I highly recommend everyone read.
How can a person avoid getting lost?
A good question and there is probably no simple answer. However, there are some tried and true techniques which help. I think it is helpful to divide this subject into two rather broad categories:
All compass, altimeter, and map techniques are best learned by practice in familiar surroundings under good conditions. It's a bit late to learn when you are in a howling blizzard.
This is not intended to be a comprehensive course in cross-country navigation. It is intended to give some suggestions. You won't learn navigation by reading anyway. Practice, practice, practice. When you try something and it doesn't work, try to figure out why and what you can do better next time. Try to find someone good at navigation and spend time with him/her in the field watching, asking questions, and learning. How much of an expert you need to become will depend on what activities you engage in but be sure your skills are up to your activity. If in doubt try something easier and save that particular trip for when you have improved.
Finally, be sure somebody knows where you are going, when you plan to return and who to notify if you don't come back. If all else fails and you get lost (or injured) nobody will come looking for you until the proper authority (usually the sheriff's dept.) is notified. Even when the search starts it will be much more effective if searchers know your destination, not just where you parked your car.
Even if you get very good with all these techniques there is no guarantee you will not get lost. If that happens, first sit down and relax a bit. Sometimes just a pause will allow you to reorient yourself. Your mind will be much more effective if you can remain calm. Get out your compass and see which way is north. (You do have one don't you? And you did orient yourself at the trailhead, right?) If you have no compass try to find a natural direction indicator (North Star, drive a stick in the ground and see which way the shadow moves etc.). Look around for distinctive landmarks (but be careful before you decide that that hill is the same one you saw from camp. Don't let similar hills fool you.) In the best case you may discover where you are and be able to return without problems. If this doesn't work consider yourself lost and act accordingly.
OK, it's happened. In spite of all your caution (or maybe because of your lack of caution) you're lost. You don't know how to get back to the trailhead or camp.
Now what do you do?
First, do nothing. Sit down, take it easy, try to calm down. Look at the pretty scenery. Maybe you'll notice something you recognize. (However don't be hasty about "recognizing" landmarks. Remember you may want to see something familiar so badly that you don't notice that it isn't really what you want it to be.) Of course if the weather is nasty you may need to start seeking shelter. If this is the case try to either find or build shelter quickly and close by. If you are in a group discuss the situation and try to keep everybody calm (especially yourself). Try to keep the group together unless there is a compelling reason to split up. And no, disagreement over what to do is not a compelling reason to split up.
I think a good procedure outline is:
Don't let your embarrassment cloud your judgement. Don't be afraid to admit you are lost, either to yourself or to any potential rescuer. (I remember searching for one teenage couple which we found when the girl heard us and attracted our attention by yelling. Her boyfriend told her to be quiet, he would find the way back! This after an unexpected night in the woods.) Humble pie may not suit your taste but it's a lot better than the likely alternative. Nearly everybody has been "temporarily misoriented" a least once so don't feel too badly about it (but do let it motivate you to be more careful next time). Search and rescue personnel will try not to embarrass you when they find you.
Obviously yelling and blowing a whistle provide excellent clues when searchers are within earshot. Try to make your sounds distinctive: yell "help," blow whistle blasts in groups of three etc. Searchers routinely yell and whistle to attract your attention, you don't want to be mistaken for another searcher.
The best clues provide positive identification of who you are and how to find you. Ideally you can put notes in obvious places with your name, date, and direction from the note location to you. Try to put something obvious near the notes: rocks spelling "help" or "SOS," stomp messages in the snow, use large sun-bleached tree branches to spell out your message etc. Try to make these markers visible from both air and ground. Put them on 2 or 3 sides of a hill, visible from different directions. If weather makes it impractical for you to stay in open country or on top of a hill at, least put clues there. Then try to also leave something to indicate where you are from the clues. You can leave notes, scratch arrows into the ground or snow, or use sticks to make such arrows. Even if you decide to try to walk out (usually not recommended, see below) leave such clues indicating which way you went.
Don't think you need a pencil and paper to leave a note. Such inventions came long after the invention of writing. You can write with mud on a rock, with a stick in the dirt, carve messages into large sticks with a knife or scratch them with a pointed rock. The lead tip of a bullet can write on rocks or paper, but contrast is low, do something to call attention to it. Be creative. Unless you are on water you can almost certainly find a way to write a note.
One of the best clues is a fire, smokey in the daytime and bright at night. If you can safely build a fire, do so. However be very careful with it, if it gets out of hand you may be the first victim. The smoke by day or light by night can be seen a long way and bring rescuers quickly. It is also a great comfort to you and in cold weather can be a lifesaver. Determine how much fuel is available and govern your fire accordingly. If fuel is limited it is wise to keep some green branches and dry wood in reserve for when you think searchers are in the area.
[Update on the lost hunter. Almost a year after he was lost some other hunters found his pack and rifle. Further searching found enough bones etc. to identify the remains from dental records. He was 10 miles from the search area. The theory that he walked out of the area appears to be correct. If a lost person has traveled that far from the last know point there is very little chance searchers will find him.]
If you do decide to move, mark your trail well It will help the searchers or you may want to return. Leave as much information as you can. If you have a pencil and paper, leave notes in obvious places. On each note leave your name, time, date, direction of travel etc. In other words, follow all the clue leaving suggestions above. You are are now a moving target and much harder to find. Furthermore you may find unexpected difficulty and have to backtrack. Make it easy to do so.
Be careful if you move. You are in enough trouble already, you don't need to fall over an unexpected drop-off or get your clothes wet in a creek. It may be especially tempting to travel at night when the temperature is lowest but that is also the most dangerous time, hazards are less obvious. Of course the tendency of a lost person to travel in a circle is well known. Avoid this by picking out landmarks ahead and traveling toward them (or by using your compass).
Again, be very reluctant to travel. Almost always (at least in areas like the 48 contiguous states) a lost person is better off to stay put and wait to be found.
I want to emphasize the importance of building shelters and placing clues. Aside from their benefit in protection and possible aid to searchers, they give you an investment in staying put. Without such an investment and the psychological help it gives you will find it very difficult to resist the urge to try to walk out. Your emotions tend to overwhelm all the knowledge you have about why you should stay put. Placing clues, building a shelter etc. help give you an attachment to the place where you are, thus somewhat counteracting the urge to try to find your own way out. The urge will still be there, mind you, but it will be easier to resist.
One real question is where to set up your temporary home? You will be easier to find if you are in the open, on top of a hill etc. However the same places also expose you to the weather. You will have to decide based on the weather, your equipment and clothing, etc. Again, if you decide to move into a less exposed area try to put a marker in an exposed place with an indication of where you are.
Try to improve your situation. Find a protected place to sleep and see if you can make it more comfortable. Most jurisdictions permit cutting of vegetation to make shelter in emergencies. Do the best you can with the materials and tools available. Again, creativity helps, bark or roots can be used as string, natural features provide the start of shelters, etc. Of course the protection you make from the elements may also protect you from the eyes of searchers, compensate by clearly indicating where your shelter is. Make the shelter as obvious as you can, searchers routinely check inside any shelter they come across.
Ration your food and water. The object is to survive until help arrives, not eat or drink till you are satisfied. If water is plentiful and you have a way to purify it, go ahead and drink. If you have no way to purify it you may be better off thirsty for a couple of days. Exception: If you are getting cold, you should avoid dehydration. In this case you will have weigh the risk of disease against the risk of hypothermia. Neither is trivial, especially since most water-borne illness also tends to cause dehydration and otherwise interfere with metabolism.
(I will add here that rationing is somewhat controversial. There are some who advocate eating and drinking normally until supplies are gone. The theory is to work keep your body energy up at first and use that energy to improve your situation with shelters etc. While hard work may be necessary for brief periods in very bad weather, I don't think such is usually the case. Furthermore you can work hard to dig a snowcave for example without being too hard on supplies. Your body does tend to eliminate excess, especially water, so if you eat and drink to the satisfaction point some of it will be wasted. In most cases I think you are better off to work a bit more slowly and save food and water. Of course if you are qualified in survival skills you will be able to get food and water to your heart's content. In this case forget the rationing.)
Clean snow is likely to be relatively free of disease-causing microbes. However be very careful about eating it. The latent heat of melting will require a tremendous energy expenditure on your part. Either it will make you cold or it will cost valuable calories. If you have a means of melting it, go ahead and then drink the water. If you are overheated you may eat a little snow (but overheat is usually caused by overexertion, avoid that at all costs). Ration all calories, both from food and the energy stored in your body. That means don't work harder than is necessary. Except for providing necessities this is a good time to be lazy.
Food may seem like an urgent necessity but in reality most people can go for days without eating and suffer no long term damage. Aside from rationing you may or may not be able to safely supplement your supplies. Be very careful in choosing what to eat. Hunger is a lot better than potential poisoning or disease. If in doubt, don't eat it. Meat may be the easiest safe food to obtain if you can cook it and aren't too persnickety. For example grubs will provide a lot of energy (ask any bear). Fry 'em up and they will fill your need for fats. I haven't tried it personally but someone who did assures me they don't taste too bad either. Porcupines are easy to catch, with our tool using ability we can beat them to death with a long stick, thereby avoiding the quills. Many insects are edible if not appetizing and they are available almost everywhere. Of course cooking kills microbes and reduces the risk of disease from any of these critters.
Remember, avoid anything which might spread disease, you really don't need to get sick on top of everything else. Water is definitely higher on the priority list than is food. If you can obtain safe water you will be a lot more comfortable and able to survive longer.
I'm not going to go into much here about long term survival. This is not the place for it even if I were qualified. If you do learn about this subject it will be to your advantage. Even if you don't you have an excellent chance of being rescued in good shape if you get lost. Use your head and follow a few basic principles. It probably will not be pleasant. However if you act reasonably prudently you will almost certainly be found safe and in good shape.
First, be aware that searches do not start the minute you get lost. In all likelyhood you will be lost for quite some time before anyone starts looking for you. Try to be patient. Nobody is going to come looking for you until you are reported overdue. Even then usually the sheriff will send a deputy to check things out before starting a search. Is your car really still at the trailhead? Are you in the latrine or a nearby bar?
Only after the deputy is satisfied there is a need will SAR personnel be called out. Then since most of them are volunteers it usually takes hours for the search to actually start. People have to leave their jobs or families, pack the necessities, and drive to the staging area. Then depending on circumstances it may take more hours to reach the actual backcountry area where they are to search. The search may also be delayed by the necessity to plan and organize activities. It makes little sense to just send people out "thataway" without coordin- ation and intelligent direction.
It may help place your clues if you know how a typical search and rescue operation proceeds. Usually the first searchers into an area are "hasty teams," small teams lightly equipped and assigned to search the areas of highest probability. They check known shelters, areas near where you were last seen, open areas where you might go to try to be seen, etc. This is a reason to not move far, you will be leaving the areas likely to be searched first. Try to place some of your clues in these obvious areas and you will likely be found faster. Searchers usually carry binoculars so clues on open hillsides are also quite effective. Hasty teams typically have very limited manpower so they can search only the most likely spots. Try to put something there to help them.
Hasty teams and other ground searchers also typically try to make a lot of noise. If you hear them of course you should respond. They will yell, blow whistles etc. Usually if they can hear you it is better to keep talking, yelling, etc. and let them come to you rather than trying to go to them. If you have a whistle (which is highly recommended) blow three blasts at a time since 3 is a "universal" distress signal, at least in the U.S. This will help searchers distinguish your whistle from those of other searchers. Of course 3 shots from a firearm also works if you have the ammunition. Please be careful where you shoot, rescuers do not appreciate being shot at. Shoot into the ground away from rocks, not into the air where you don't know what the bullet will hit on the way down. Unfortunately other countries have different "universal" distress signals, sometimes six or more repeated sounds. This is a problem for travelers so inform yourself ahead of time.
Depending on weather and availability, air searchers may also arrive quickly. Obviously they can search open areas more effectively than dense woods and brush. Try to stay in the open and have clues visible from the air. If you see an aircraft which appears to be searching for you the best position is spread eagle, flat on the ground. You will be easier to see that way than in any other posture. It is even better than doing the natural thing of standing and waving your arms.
Other searchers likely to arrive fairly soon are dog teams and trackers. Again the early stages of a search will be confined to the areas of highest probablilty. These people will be looking for clues in places like "track traps," areas you may have been which show tracks easily or where a dog can pick up a scent.
The idea of early stages of a search is to find clues. Of course searchers will be happy to find you (referred to as "the ultimate clue") but they know there are more clues than lost people. Typically they find clues in some places and not others and then move personnel to the areas where the clues indicate you are likely to be. Most searches end fairly soon after the early stages because the clues reduce the area and often point quickly to the actual lost person. Actually a lot of searches resemble a binary search in a data base. The area is divided into sub areas and each is checked for clues. Areas without clues are tentatively eliminated and efforts concentrated on those areas where clues indicated highest probability for you to be. With a bit of luck this finds you fairly quickly.
Another early search technique usually used is confinement. People will simply wait at natural boundaries such as passes and stream crossings. The idea is to intercept you if you are about to wander out of the area. Your part in this is that you should never cross roads or other natural barriers. The first assumption is that you will wait there so the search is confined to the prime area until it is rather certain you are not there. Vehicle searchers usually patrol the roads and will probably find you quickly if you just sit tight. Searchers also often "camp in" at places like trail junctions and passes.
A common method is the use of attractors. An attractor is anything the subject is likely to see or hear and be attracted to. Common attractors include the aforementioned whistles and yelling by search teams. A typical use would consist of two blasts on a whistle after which the searcher waits a few seconds to listen for a response. These are moving attractors so the best response is to yell or whistle back to get searchers attention, then wait for them to come to you. Other attractors are fires (bright at night, smokey during daylight), car horns, sirens etc. You may have to walk to them since they can get your attention from so far away that the people can't hear your response.
Later stages of a search may involve "grid searching," lines of people spaced 100-300 meters apart (open grid) or closer (closed grid). If you leave appropriate clues the search should never reach this stage. This is manpower intensive, slow, and often reserved for when we think we are looking for a body or severely incapacitated subject. Try to leave enough clues to be found without this technique, and certainly enough that closed grid searching is not necessary.